User Groups

This article walks through adding a User Group. Groups are used to organize users and work in conjunction with the Permissions Management, MOAS Approval and Group Passcode features.

Article Sections

• Add a New Group
• Groups Summary Display
• Related Articles

Add a New Group

1. Access the Users & Groups page.
2. Click into the Groups section.
3. Click the New Group button.

1. Group Name - Enter the name of the group. This will only be visible to Admin users and on certain reports.
2. Active - The group status toggle only controls the status of the actual group and does not impact the ability to use that specific group. Please note, a user in an inactive group can't see pages, categories, payment methods, or shipping methods. However, if an item is not under a category, the user can search for and add the item to their cart but not checkout.
3. Save - Click to submit changes.

Groups Summary Display

1. Group Name - The name of the group. For Admin use only and will not be displayed on the store front.
2. Number of Users - The number of users assigned to the group.
3. Created - The date the group was created.
4. Last Activity - The date the group was last edited.
5. Active - Shows if the group is active or inactive.
6. Pencil/Edit Icon - Click this button to edit the group details.
7. View Users - Clicking this button will filter the list of users by this group.
8. Trash Can Icon - Click to delete the group, and click Delete again in the pop-up/confirmation window.

Related Articles

• Permissions Management
• MOAS for Manager Approvals
• Passcodes